We advise you based on what we would do, were we in your shoes, given what we know.
You seek a long term relationship with a wealth adviser. We want to work with you over the long term.
We have been providing a complete wealth advice service since 2001. We are independent wealth and later life finance advisers.
Look in Booms & Busts Reports for how we approached wealth management over recent years, and advised our clients.
Take a walk through the site. Then decide if you would like to speak to us, with no obligation. Truly, we can help you to achieve your goals. We do this for clients every day. See, on the right, what wonderful things our clients have said about us.
FT Adviser Top 50 Boutique Firms
In 2025 and again October 2026, FT Adviser named Jonathan Davis Wealth Management Ltd as one of the Top 50 Boutique Advisers in the UK (click to read), out of some 2500 small firms.
Jonathan Davis Wealth Management saved us from losing probably 40% of our financial assets in 2008
Robert Gaunt - Global Outsourcing Director, Austria
Their advice helped me structure my portfolio, protected me during a downturn and positioned me very well for financial growth now and into the future.
Jeremy Lloyd (Director, Global Corporate) (Switzerland)
Jonathan has advised us for over 10 years and always provided consistent, truly independent thinking.
Tim Bacon (Ret'd CEO, Colville Estate) (Kent)
Jonathan was recommended to us by Pensionwise. We are very happy with how our portfolio is managed and has grown. Wishing we could have invested earlier.
Sam and Maria Difrancesco (Ret'd, Sussex)
Jonathan stands out as an Economist and Wealth Adviser who tells it as it is rather than what you want to hear. I highly recommend him.
Roy Duncan FCCA (Ret'd Chartered Accountant)
Working with my financial adviser Jonathan Davis has been such a reassuring experience. He takes the time to really listen, explain things clearly, and make sure I feel comfortable with every decision. I’ve always felt supported and never rushed, and his guidance has made a real difference for me. He’s not only helped me grow my wealth, but has also been a giver of good advice whenever I’ve needed it. I truly appreciate his care, professionalism, and the confidence he’s given me in my financial future.
Andrew Palmer (Company owner, Kent)
I have been a client for two years.
I am more convinced than ever that Jonathan is the right person for us to entrust our finances. His regular bulletins to clients are a very welcome antidote to the mainstream financial media that is no longer fit for purpose in my opinion.
Jeremy and Joanna Clayton (Sold their successful retail business in 2022 and retired, Suffolk)
It took us three years to find someone to manage our wealth. We now sleep at night!
Darren and Ruth Johnston (Retired entrepreneurs) (Wales)
A decade ago, Jonathan Davis warmly took our young family into his advisory services. With his guidance, prudence, knowledge and care, what started out as our small financial acorn has grown into a giant oak tree, providing financial shelter for us and the children many years to come. Thank you Jonathan!
Michael Wilson (Sales Director, Economics and Markets Analysts), City of London
I would unhesitatingly recommend Jonathan Davis Wealth Management as I have been very impressed, over the years, with their financial acumen.
Jon Hather FCA (Chartered Accountant, Ret'd Director, National Healthcare company) (Surrey)
Client Investment Portfolio Performance over 5 and 10 years
Over 10 years, typical client investment portfolio* growth c 90% v RPI c 59%.
All portfolios, shown, are net of all fees.
To the end of the most recent quarter. (Charts produced 1 October 2026. Data from Morningstar.)
In this inflationary era, which started in 2020, and likely will last well into the 2030s, the primary objective is to meet the difficult inflation challenge, and grow capital above annual inflation, over the medium term. Inflation is defined as the UK Retail Price Index. So, to grow wealth AKA Purchasing Power.
10 years
5 years
Over five years, typical client investment portfolio* growth c 36% v RPI c 35%.
Capital is at risk in investing in stocks and shares' funds. The value of your investments can fall or rise. You could get back less than you invested.
Past performance is not a reliable indicator of future results.
* A 'typical client investment portfolio' of a Jonathan Davis Wealth Management client has a capital growth objective, accepts potentially high volatility^, and has an investment risk profile classed as Speculative.
^ NB Volatility does not mean down. It means movement size... which can be down or up.
ARC: Asset Risk Consultants is an independent firm, analysing private client investing. Details here: Asset Risk Consultants The ARC Steady Growth portfolio, as seen on the charts, reflects investing in, essentially, a 70/30 Equity/Bond portfolio of private clients, discretionary portfolios, family offices.
Find out more
Click on the boxes, below.
Wealth Advice
Later Life Finance
How we help people like you
Contact us to see how we can help you:
Telephone: 0345 862 2919 or email Jonathan directly by clicking on: jdavis@jonathandaviswm.com
After a brief discussion, once we are sure we can help, we will arrange to meet with you, with no-obligation on your part. Our in-depth Discovery meetings normally last around 2 hours. We will review your arrangements and make appropriate comment, as well as say what we would advise. We will then write with service proposals and costs. Then you decide if you wish to instruct us to work for you.